See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,477 | $99,652+131.3% | $78,778+192.6% | $147,584+56.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.69% | 47.28%-32.6pp | 35.62%-20.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $12,695 | $2,796+354.1% | $1,986+539.3% | $4,876+160.3% |
| Participant deferral / active EE | $7,503 | $3,664+104.8% | $2,958+153.6% | $5,439+38.0% |
| Admin fee / account holder | $34,961 | $7,155+388.6% | $5,134+581.0% | $10,885+221.2% |